Zimmerman Advisory Group offers asset management services and refers clients to third-party investment managers. Zimmerman Advisory Group provides advice through consultations, including financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Zimmerman Advisory Group also holds educational workshops.
Assets Under Management$30M
Clients96
Advisors1
Avg. per Client$310K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees may be negotiable based on various factors. Zimmerman Advisory Group also utilizes third-party money managers with their own fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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